Global Retirement Partners’s Baldwin Insurance Group BWIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21K | Buy |
+75
| New | +$3.21K | ﹤0.01% | 3065 |
|
|
2024
Q4 | $2.79K | Sell |
72
-28
| -28% | -$1.09K | ﹤0.01% | 2945 |
|
|
2024
Q3 | $4.98K | Sell |
100
-3,923
| -98% | -$195K | ﹤0.01% | 2557 |
|
|
2024
Q2 | $143K | Buy |
+4,023
| New | +$143K | ﹤0.01% | 1026 |
|
|
2023
Q1 | – | Sell |
-80
| Closed | -$2.01K | – | 3352 |
|
|
2022
Q4 | $2.01K | Hold |
80
| – | – | ﹤0.01% | 2362 |
|
|
2022
Q3 | $2K | Hold |
80
| – | – | ﹤0.01% | 2334 |
|
|
2022
Q2 | $2K | Hold |
80
| – | – | ﹤0.01% | 2299 |
|
|
2022
Q1 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 2266 |
|
|
2021
Q4 | – | Sell |
-1,123
| Closed | -$37K | – | 1879 |
|
|
2021
Q3 | $37K | Sell |
1,123
-276
| -20% | -$9.09K | ﹤0.01% | 959 |
|
|
2021
Q2 | $37K | Buy |
1,399
+253
| +22% | +$6.69K | ﹤0.01% | 979 |
|
|
2021
Q1 | $31K | Buy |
1,146
+151
| +15% | +$4.09K | ﹤0.01% | 967 |
|
|
2020
Q4 | $30K | Hold |
995
| – | – | ﹤0.01% | 906 |
|
|
2020
Q3 | $25K | Buy |
995
+63
| +7% | +$1.58K | ﹤0.01% | 858 |
|
|
2020
Q2 | $16K | Buy |
+932
| New | +$16K | ﹤0.01% | 975 |
|